Crosswell Family Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 150076
- Website
- www.crosswelladvisors.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.63%
- Individuals1.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Crosswell Family Wealth Advisors is a privately held LLC that provides fee-based wealth management to individuals and families. The firm’s advisory focus is portfolio management for individuals and small businesses, and it charges either a percentage of assets under management or fixed fees. Crosswell does not self-identify as an active ESG investor and appears to operate as a traditional advisory practice rather than as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Investment Grade Corp Bonds25%
- Exchange Traded Equities6%
- US Government Bonds6%
- Cash & Cash Equivalents3%
Contacts
3 of 3Luis Gonzalez Perales
Investment Advisor RepresentativeCRD 5776950
Rodolfo Oropeza
Managing MemberCRD 4188674
Adrian Llerena Navarro
Managing PartnerCRD 5939447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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